ALPHA | Market76
Consider every facet.
Evaluate, decide, and communicate every decision based on everything you know about everyone involved—and do it at scale.
Underneath every product is one idea: help people achieve their goals.
Market76 pioneered preference modeling for financial decisions. It designed and patented a method of profiling what a person, an advisor, or an institution actually wants — or what the best things to show them are when they are working together — and how to evolve those profiles as information evolves.
That profile is the through-line. It turns a single institutional view — one CIO, one investment philosophy — into something personal for each audience that has to see it, understand it, and act on it. The methodology behind the reasoning is ALPHA's; the layer that makes it personal is Market76's.
Personalization widens the horizon by ensuring that firms optimize for real goals, not assumptions.
The investor
The end investor, or asset owner, and the goals behind the account: risk appetite, constraints, and the outcomes that actually matter to them, modeled rather than guessed.
The professional
How the advisor frames decisions, what they need to say, and where a personalized view earns their trust instead of adding noise.
The universe
The full set of instruments, profiled by what need each one serves — so the right one reaches the right decision at the right moment.
Three ways the same profile becomes personal.
Each product takes the institution's single view and expresses it for a different audience — the same numbers, rendered in the terms the reader already thinks in.
ALPHA | View
Your preferences, built into the decision itself.
View lets financial institutions and asset owners build a nuanced, detailed understanding of their own preferences — risk, ethical, tax, social, and idiosyncratic — into their financial decisions, programmatically.
The same analytics reach the board, the advisor, and the end client, each resolved to the preferences and priorities that actually shape how they decide.
ALPHA | Narrative
The reasoning, in plain language.
Narrative makes sure financial institutions and asset owners understand the reasoning behind the decisions they share and the analyses the system provides. It explains the why in plain talk, backed by data and research that is easy to follow.
The explanation is built from the same profile and the same analytics, so what a client hears matches what the numbers actually say, whether it reaches a trustee or a first-time investor.
Performance Evaluation
Decisions, measured against the philosophy that set them.
Performance Evaluation closes the loop: it attributes outcomes back to the reasoning and the mandate that produced them, expressed per audience so each reader can judge results on the terms that matter to them.
Evaluation isn't a separate report bolted on at quarter-end — it's the same profiled view, looking backward instead of forward.
Preference modeling, proven with BlackRock.
In a large-scale, paid pilot, Market76's preference engine was pointed at real distribution: matching investors to the products that fit their modeled needs, and personalizing how those products were surfaced. It moved the numbers that matter — acquisition, engagement, and assets.
Figures from Market76's consumer pilots (2016–2018), the heritage that seeded ALPHA's Personalization capability. Retained here as origin proof of the preference-modeling engine, not as current platform metrics.
Put it to work.
One investment philosophy, expressed for every audience you have to reach — run on your firm's own network.
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